See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,907 | $197,591+6.2% | $177,821+18.0% | $158,922+32.1% |
| Participation rate | 81.3% | 88.5%-7.3pp | 87.7%-6.5pp | 82.0%-0.7pp |
| Annual return | 10.27% | 58.76%-48.5pp | 48.32%-38.0pp | 302.83%-292.6pp |
| Employer contribution / active EE | $6,302 | $6,697-5.9% | $5,918+6.5% | $4,761+32.4% |
| Participant deferral / active EE | $2,907 | $8,405-65.4% | $7,714-62.3% | $5,982-51.4% |
| Admin fee / account holder | $4,244 | $15,399-72.4% | $12,427-65.9% | $11,246-62.3% |